Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Operis Analysis Kit, commonly referred to as OAK, is an Excel add-in designed to streamline the process of developing and auditing intricate spreadsheets by evaluating model structures and pinpointing errors. Our company recognizes the importance of assisting spreadsheet users, which is why we chose to extend access to what was previously a proprietary tool. OAK, developed and utilized daily by our distinguished modeling team, aids in recognizing deviations from industry-standard modeling best practices and enhances the overall quality of models during their creation. It has become the go-to Excel add-in for financial modelers at leading global banks, prestigious corporations, and government agencies. For those currently leveraging Operis’ other offerings, we encourage you to reach out about incorporating an OAK license into your existing services. With a robust suite of advanced tools, OAK empowers users to detect potential risks and elevate the quality of their models, ensuring compliance and excellence in their financial modeling endeavors. Ultimately, OAK is not just a tool; it's a vital resource for anyone looking to enhance their spreadsheet accuracy and reliability.
Description
Consolidate your historical financial information in one place to enable immediate financial projections and pro forma calculations. Utilizing a machine learning-driven methodology, the platform employs algorithms to refine and triangulate crucial forecasting assumptions, allowing users to visually modify these factors to better suit their needs. Generate tailored reports and dashboards that present easy-to-digest analyses, including operational metrics, financial trends, and various key performance indicators. RMI Insights serves as a cloud-based financial modeling automation tool that leverages machine learning, empowering accounting firms and small businesses to effectively strategize for their financial futures without relying on outdated and error-prone spreadsheet methods. This versatile platform is source-agnostic, enabling you to upload or connect your historical financial data in any format, such as Excel, PDF, or CSV, along with direct integration from accounting systems. After extracting your historical data, RMI Insights organizes it into a standardized format for seamless analysis, ensuring that financial planning becomes more efficient and reliable than ever before. With RMI Insights, you can confidently navigate the complexities of financial forecasting and streamline your decision-making processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
No
Pricing Details
$375.99 per year
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Operis
Country
United Kingdom
Website
www.operis.com/excel-add-ins/
Vendor Details
Company Name
RMI Insights
Founded
2018
Country
United States
Website
rmiinsights.com
Product Features
Product Features
Data Visualization
Analytics
No
Content Management
No
Dashboard Creation
No
Filtered Views
No
OLAP
No
Relational Display
No
Simulation Models
No
Visual Discovery
No